Working with References in Word

EndNote works with Microsoft Word to insert citations into documents. EndNote will format citations and bibliographies into a nominated style. Styles can include footnotes and numbering.

Setting the style in Word

In Word, select the EndNote X8 tab

Select the style from the drop down Style menu list (eg. Harvard, Chicago, APA 6th) or Select Another Style...

Inserting citations

There are various methods to insert citations into documents. The Insert Citation toolbar option can be used in Word to find a citation or insert a selected citation. You can also directly insert a citation from EndNote or copy and paste citations from EndNote to Word.

To Insert a Selected Citation in Word:

Open your Word document

From the EndNote X8 tab Citations section select Go to EndNote

Highlight the reference(s) that you wish to place in the document

Select the Go to Word Processor toolbar button. Click into the text where you would like to place the citation

From the EndNote X8 tab Citations section click on the Insert Citation drop down menu and select Insert Selected Citation(s)

Instant Formatting

To disable or enable Instant Formatting in the current document click the option in the Bibliography box on the Word Ribbon

For long or complex document, you may prefer to turn instant formatting off as it can be time-consuming to reformat each time a new citation is inserted. When the document is finished or to see a draft, select Update Citations and Bibliography to format the citations and reference list. To continue working on the document, unformat the citations using the Convert Citations and Bibliography > Convert to Unformatted Citations. Unformatted citations look like this {Pajak, 2014 #108}.

It is essential to have unformatted citations when compiling a master document from separate documents, in order to create a single reference list at the end of the document.

If you edit the reference in EndNote after entering it in Word, select Update Citations and Bibilography to make your edits appear.

Inserting citations into PowerPoint

Editing Citations and Bibliographies

Editing Citations in Your Document

Do not edit citations by typing over the citation as the edits are lost each time EndNote reformats the reference list.

Citations can be edited by clicking on a citation and selecting Edit & Manage Citation(s) from the EndNote X8 tab. The citations will be selected in the Citations in document window. Make any of the following changes to the highlighted citation.

Use the Prefix field to enter text to be displayed immediately before the citation text. Spaces are significant. e.g. Johnston (cited in Coles, 2011)

Use the Suffix field for text after the citation text and for page numbers where the Pages field does not work correctly (eg Chicago style)

For the majority of styles (inluding APA) the Pages field works correctly so page numbers can be inserted in this field.

Exclude Author: tick this box to omit the author name from the formatted citation. e.g. Coles (2011) or choose the "Display as Author (Year)" option under formatting

Exclude Year: tick this box to omit the date from the formatted citation.

Editing Bibliography Layout in Your Document

Bibliography layout changes made using Word are replaced each time EndNote reformats the bibliography.

Edit the bibliography layout by clicking on the arrow next to Bibliography on the EndNote X8 tab. Select the Layout tab. This provides options for changing the font, font size, indents, line spacing, and spacing between bibliography entries.

Add a Separate Bibliography

A formatted reference list can be added to your document without using EndNote to insert citations.

Open a Word Document

Go to the EndNote X8 tab. Select Go to EndNote

Select references for your list using the mouse and holding down the Ctrl key while multiple references are selected

Select Edit > Copy Formatted

Choose the Return to Word Processor toolbar icon and select the place in the document where the references should be inserted